The CHS has annual requirements to maintain the designation including adherence to The Institute Code of Professional Conduct, continuing education requirements and paying an annual licensing fee. Designation maintenance requirements are consistent with highly recognized professional designations in the financial services industry as well as other industries such as law, engineering and healthcare.

CHS designation holders must meet an annual requirement of 10 continuing education (CE) credits each calendar year, adhere to the Code of Professional Conduct and provide payment of an annual licensing fee of $193 for 2018.